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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$33.4M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
Wells Fargo
Wells Fargo
California
+$19M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$474M
2
Goldman Sachs
Goldman Sachs
New York
-$41.8M
3
HWM
HFG Wealth Management
Texas
-$28.4M
4
Truist Financial
Truist Financial
North Carolina
-$9.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
451
Fernwood Investment Management
Massachusetts
$283K – – –
EWM
452
EPG Wealth Management
Georgia
$281K – – –
LCGC
453
Legacy Capital Group California
California
$278K +$278K +5,848 New
CPA
454
Cardiff Park Advisors
California
$277K +$277K +5,846 New
CAAS
455
Capital Asset Advisory Services
Michigan
$277K +$277K +5,802 New
Millennium Management
456
Millennium Management
New York
$277K +$277K +5,832 New
Vontobel Holding
457
Vontobel Holding
Switzerland
$275K -$9.49K -200 -3%
Bessemer Group
458
Bessemer Group
New Jersey
$275K – – –
ACM
459
Allred Capital Management
Texas
$274K +$274K +5,765 New
BCM
460
Buckhead Capital Management
Georgia
$273K – – –
CHJWM
461
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K – – –
MIM
462
Moseley Investment Management
Florida
$272K +$272K +5,738 New
CWS
463
Cypress Wealth Services
California
$271K +$4.13K +87 +2%
RG
464
Retirement Group
California
$269K +$48.7K +1,027 +22%
PA
465
Parallel Advisors
California
$268K +$27.4K +578 +11%
LFG
466
Larson Financial Group
Missouri
$268K – – –
ECG
467
Edge Capital Group
Georgia
$264K – – –
TNBTD
468
Trustmark National Bank Trust Department
Mississippi
$264K – – –
LA
469
LVW Advisors
New York
$264K +$264K +5,555 New
IC
470
IEQ Capital
California
$262K +$262K +5,514 New
MLFP
471
MPS Loria Financial Planners
Illinois
$262K +$30.8K +649 +13%
CIA
472
Concurrent Investment Advisors
Florida
$260K +$260K +5,473 New
WB
473
WesBanco Bank
West Virginia
$259K +$259K +5,456 New
KMWM
474
Keudell/Morrison Wealth Management
Oregon
$258K -$14.2K -300 -5%
RFN
475
RDA Financial Network
Iowa
$258K – – –
17 18
19
20 21